Amplius Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,805 shares of IWM stock, worth $403,218. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,805

Previous 1,775 1.69%

Holding current value

$403,218

Previous $360,000 10.56%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $6,026 - $6,738	30 Added 1.69%	1,805 $398,000
Q4 2023 Jan 10, 2024	BUY	$162.21 - $204.82 $23,682 - $29,903	146 Added 8.96%	1,775 $356,000
Q2 2023 Jul 26, 2023	SELL	$170.4 - $187.93 $1,022 - $1,127	-6 Reduced 0.37%	1,629 $305,000
Q1 2023 Apr 25, 2023	BUY	$170.25 - $198.32 $35,071 - $40,853	206 Added 14.42%	1,635 $291,000
Q4 2022 Jan 19, 2023	SELL	$166.81 - $188.05 $11,676 - $13,163	-70 Reduced 4.67%	1,429 $0
Q3 2022 Nov 10, 2022	BUY	$164.17 - $201.07 $21,506 - $26,340	131 Added 9.58%	1,499 $247,000
Q2 2022 Jul 21, 2022	SELL	$163.9 - $207.91 $24,257 - $30,770	-148 Reduced 9.76%	1,368 $231,000
Q4 2021 Jan 28, 2022	BUY	$212.12 - $242.56 $321,573 - $367,720	1,516 New	1,516 $337,000

Others Institutions Holding IWM

# of Institutions

2,663

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Amplius Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History